Talking Billions with Bogumil Baranowski

Monsoon Pabrai: The Woman Who Learned from Buffett, Munger, and Mohnish Pabrai - Now She Is Redefining Value Investing for the Next Generation

Aug 4, 2025
Monsoon Pabrai, managing partner of Drew Investment Management, draws on lessons from legendary investors like her father, Mohnish Pabrai, and Charlie Munger. She shares how her childhood experiences shaped her unique perspective on value investing, particularly in emerging markets like India. Monsoon discusses navigating market volatility with emotional stability, emphasizing the importance of patience and thorough research. She also highlights the transformative role of technology in investing and advocates for greater female representation in finance.
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ANECDOTE

Even Temperament From Father

  • Monsoon learned emotional discipline from her father, who maintained an even temperament despite almost a decade of not earning fees.
  • She never saw him have a bad day at home, a lesson she deeply appreciates for investing success.
ANECDOTE

Warren Buffett Lunch Memories

  • At age 12, Monsoon attended a Warren Buffett lunch where he advised, "the most important decision is who you marry."
  • Buffett engaged warmly and humorously, making a lasting impression beyond investing topics.
ANECDOTE

American Express COVID Insight

  • During COVID-19, Monsoon and her father identified American Express trading at a PE of 7 as a unique opportunity.
  • They realized the suspended travel meant customer retention float grew massively, offering capital allocation advantages.
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